PARK FINANCIAL PLANNING SOLUTIONS, LLC

PARK FINANCIAL PLANNING SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 334210). Regulatory assets under management: $1.5M.

Registration

• CRD: 334210
• Type: Registered investment adviser
• Phone: 703-772-6980
• Latest filing: 2026-02-12
• Regulatory AUM: $1.5M
• Discretionary AUM: $505K
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334210 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search